Financial Planning Specialist

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with clients by...

Job Title Financial Planning Specialist Financial Advisory Financial Planning Expert Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes then this role is for you Key Responsibilities u Build strong relationships with clients by understanding their...

Job Title: Financial PlanningSpecialist / Financial Advisory / Financial Planning ExpertAre you passionate about empoweringpeople with financial knowledge? Do you thrive on helping individuals makesmart financial decisions for a secure future? If yes, then this role is foryouKey Responsibilities:ü  Build strong relationships withclients by understanding...

Company DescriptionFinkasha Services Private Limited (FSPL) is financial services provider, committed to empowering individuals and businesses with financial confidence. With a client-first approach, FSPL offers tailored, transparent, and ethical financial guidance. Over the journey, we will evolve into a comprehensive solutions provider for wealth creation,...

* Convert prospective leads into sales* Lead Based Work* Leads provided by Branch* Develop good relationship with customers* Achieve Target Budgets* Establish and Maintain High Standards of Sales Required Candidate profileDesignation: Financial Planning ManagerLocation: PAN INDIA Salary: 2.80 LPA to 5 LPA + Incentive2 years experience in Sales and Marketing...

Job Description Description We are seeking a motivated and knowledgeable Financial Advisor to join our team in India. The ideal candidate will be responsible for providing expert financial advice and developing tailored financial plans for our clients. This role requires a strong understanding of financial products and the ability to build lasting client...

The Senior Finance Controller plays a critical role in driving financial strategy, forecasting, and planning activities for the organization. This role involves leading the FP&A team, providing strategic insights, and ensuring financial goals are achieved. The Role is responsible for developing financial models, analyzing key business drivers, and delivering...

The Senior Finance Controller plays a critical role in driving financial strategy, forecasting, and planning activities for the organization. This role involves leading the FP&A team, providing strategic insights, and ensuring financial goals are achieved. The Role is responsible for developing financial models, analyzing key business drivers, and delivering...

Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Fresher/experience 3. Financial planning/Investment/Insurance 4. Understanding of the financial planning process. 5. Attention to detail. 6. Good report writing skills. 7. Strong command over English. 8. Ability to work independently and multitask. Knowledge & Skills 1. CFP an...

About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...